Video: Measuring Plan Investment Success | Capital Group

  • ACCOUNTS
  • INVESTMENTS
  • CLIENT SOLUTIONS
  • INSIGHTS
  • EVENTS
  • ABOUT US

Video: Measuring Plan Investment Success

September 2017

CE Credit Video Excerpt: Measuring Plan Investment Success

In this video clip from the Asset TV Masterclass Best Practices for Defined Contribution Plan Design, American Funds senior retirement strategist John Doyle discusses how to measure investment success for a defined contribution plan:

Watch the full Masterclass video on Asset TV and earn CE credit.

Video

Featuring

John Doyle

Transcript

John Doyle: “ … You look at the 50% or more that are investing on their own and look at their personalized rate of return. So don’t look at the investments underneath, look at the personalized rate of return of each individual. So one of the things that I think if you’re trying to measure the success from an investment point of view, is you should compare the individuals who are managing money on their own to their appropriate target date fund or QDIA, as the benchmark. And it doesn’t mean that many are investing more conservatively because they have legitimate reasons to, or more aggressively. But if you’re using it as a benchmark and trying to define, am I being successful in pushing my employees towards retirement. It gives you a different type of benchmark on the investment front than you may normally have had if you were just looking at each individual investment.”

 


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses or the collective investment trust's Characteristics statement, which can be obtained from a financial professional, Capital or your relationship manager, and should be read carefully before investing. 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.